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cover of episode Is PLTR The Dumbest Stock We've Ever Seen?

Is PLTR The Dumbest Stock We've Ever Seen?

2025/2/6
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On The Tape
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D
Dan Nathan
知名金融分析师和评论员，常在 CNBC 上提供市场分析和评论。
G
Guy Adami
经验丰富的华尔街交易员和金融分析师，知名媒体人物。
Topics
Guy Adami: 我观察到,仅仅达到或略超盈利预期,但给出令人失望的指引是不够的。市场正在惩罚这样的公司,这似乎已成为一种普遍现象。我认为这种情况在可预见的未来会持续存在。我们看到像高通这样的公司就面临这样的问题,尽管表面上看季度业绩不错,但指引令人失望。高通所处的行业增长乏力,这进一步加剧了问题。 Dan Nathan: 我认为高通对手机业务的依赖使其受到苹果公司在中国市场销售下滑的影响。苹果是中国最大的客户之一,但iPhone的销量停滞不前。苹果在中国市场面临多重不利因素,包括民族主义倾向、经济疲软以及服务限制。这些因素共同导致了苹果在中国市场的挑战,并反映在高通的业绩中。此外,特斯拉在德国的销量大幅下降,预示着更广泛的经济趋势。美国对欧盟盟友实施关税威胁可能导致购买行为中的民族主义倾向,影响如iPhone和电动汽车等商品的销售。

Deep Dive

Chapters
The discussion analyzes the impact of current market trends on various companies, highlighting the insufficient performance of in-line or better-than-expected earnings with disappointing guidance. It examines the challenges faced by companies like Qualcomm due to reliance on slow-growing sectors and the decline in Apple's sales in China. The conversation also touches upon Tesla's sales drop in key European markets as a reflection of broader economic trends and the far-reaching effects of trade policies.
  • Market punishing companies for in-line earnings with disappointing guidance
  • Qualcomm's reliance on handset business and Apple's declining sales in China
  • Tesla's significant sales drop in Germany, France, and the UK
  • Far-reaching effects of trade policies and tariff announcements

Shownotes Transcript

Guy Adami and Dan Nathan delve into significant market events, focusing on stocks like Amazon and Qualcomm, and analyze the decline in Apple's sales in China and its impact on companies like Qualcomm. Tesla's sales drop in key European markets is also examined as an indicator of broader economic trends. The conversation transitions to discussing the importance of the upcoming jobs report and its potential effect on interest rates, emphasizing the Trump administration's stance on lowering rates. Finally, the hosts critique Palantir's stock valuation, questioning the sustainability of its high market cap despite its promising growth stories and AI platforms. The episode concludes with a look ahead to future guest appearances and upcoming market insights.

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